List of Financial planners in Ohio
Ohio has 5,088 Financial planners in this dataset, last verified September 6, 2026. It ranks 7th of 51 states with 3.6% of the national total, between Pennsylvania (5,465) and Michigan (4,505).
Among cities, Cincinnati leads by a wide margin with 665, 3 times the size of Cleveland (221), followed by Portsmouth (194). Together the top three hold 21% of the state total, with the rest spread across smaller cities and towns.
Email reach in Ohio runs above the national rate: 2,751 Financial planners (54.1%) include an email address, against 49.3% across the United States. 5,011 (98.5%) list a phone number, and 2,721 carry both.
90% of Financial planners in Ohio have a website, in line with the national average of 90.3%. Only 511 lack a site, so pitch redesigns and SEO rather than first-time builds.
Among the 1,844 rated Financial planners in Ohio, 75% hold a 5-star average, above the national figure of 70%. 128 are rated 1 to 2 stars (6.9% of rated businesses, well below the national 9.8%), a natural shortlist for reputation management and review software.
Social Media Reach
1,717
680
853
536
YouTube
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Financial planners List in Ohio
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | John Timothy Harris Jr - Associate Advisor, Ameriprise Financial Services, LLC | Address | Toledo | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Grant Street Wealth Management | Address | Columbus | Ohio | United States | Email | Phone | 0 | 0 | — | |||||
OnCenter Financial Advisors | Address | Beachwood | Ohio | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Saxon Advisors - Ameriprise Financial Services, LLC | Address | Cincinnati | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Edward Jones - Financial Advisor: Brent D Harder | Address | Urbana | Ohio | United States | Email | Phone | 3 | 5 | — | — | — | — | ||
 | Phillip Summersett - Thrivent | Address | Van Wert | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Integrity Investments & Planning | Address | Canton | Ohio | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Scott Mann | Address | Columbus | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
O.N. Equity Sales Co | Address | Cincinnati | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Miller Financial Private Wealth Management, LLC | Address | Springfield | Ohio | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
Lytle & Co | Address | Canfield | Ohio | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Jeff Nieman | Address | Columbus | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Ruggaard & Associates | Address | Hudson | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Edward Jones - Financial Advisor: Mike Chiacchira, CEPA®|AAMS® | Address | Newark | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Vitou Financial Services | Address | Rocky River | Ohio | United States | Email | Phone | 2 | 5 | — | — |
This is a randomized preview — the full database contains 5,088 records with complete field coverage.
Get the full Financial planners database
5,088 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Distribution by Location
Number of Financial planners across different territories
What You Can Do with the List of Financial planners in Ohio
This list is built for teams that sell to Financial planners: financial software vendors, lead generation partners and managed IT and security providers. It covers 5,088 Financial planners in Ohio, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Ohio
Each of these buyers can work the 5,088 businesses in this list as a pipeline for a different product:
- Financial and compliance software: Pitch client management, document handling and compliance tools to the 5,088 Financial planners in Ohio.
- Lead generation and referral partners: Offer exclusive leads or set up referral partnerships for new clients.
- Managed IT and cybersecurity providers: Sell backups, email security and compliance support to firms that hold sensitive client data.
Phone, Email and Facebook Outreach in Ohio
Start with the 2,721 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (5,011): 98.5% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (2,751): 54.1% of records include an email address, so email can lead the campaign with calls as follow-up.
- Facebook messages (1,717): 33.7% have a Facebook page, a further channel when calls and emails go unanswered.
- CRM import: CSV and Excel files load into HubSpot, Salesforce, Zoho or Pipedrive, with city, state and postal code columns for assigning leads to reps.
Prospect Segments for Agencies in Ohio
Filter the website, rating and social columns to pull the Financial planners that fit a specific service before you pitch:
- No website listed (511): 10% of Financial planners in Ohio have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (128): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (3,371): 66% have no Facebook page on record, an opening for social media management agencies.
Prioritize Cities Across Ohio
The 5,088 Financial planners in Ohio are spread across 9 cities we track and many smaller towns, so rank areas before sending reps out:
- Top city markets: Cincinnati, Cleveland, Portsmouth, Toledo and Westlake hold 28% of records in Ohio, the biggest clusters for in-person visits.
- Beyond the big cities: 3,162 records (62%) sit outside the 9 cities with their own list, reachable by phone and email without travel.
- Postal code patches: records include postal codes, so each rep can get a compact patch with no overlapping accounts.
- Route planning: records include latitude and longitude, so you can map accounts and plan visit days around clusters.
Data Coverage for Financial planners in Ohio
5,088 records · verified September 6, 2026
- Phone numbers
- 5,011
- Email addresses
- 2,751
- Phone and email
- 2,721
- Websites
- 4,577
Google ratings· 1,844 rated (36%)
75% hold 5 stars
- 1-star rated
- 88
- 4.8% of rated
- 2-star rated
- 40
- 2.2% of rated
- 3-star rated
- 172
- 9.3% of rated
- 4-star rated
- 152
- 8.2% of rated
- 5-star rated
- 1,392
- 75.5% of rated
Social profiles:
- Facebook:1,717· 33.7%
- LinkedIn:853· 16.8%
- Instagram:680· 13.4%
- X (Twitter):640· 12.6%
- YouTube:536· 10.5%
Financial planners in Ohio are an email-friendly, Facebook-heavy market: 98.5% list a phone number and 54.1% publish an email. Among 1,844 rated Financial planners, 75% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
Related Financial planners by Location
Browse datasets for Financial planners across nearby locations
Frequently asked questions about Financial planners in Ohio
Everything you need to know about our financial planners database for Ohio: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Ohio?
There are 5,088 financial planners in Ohio in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, across every city in Ohio, for sales prospecting, competitive research, and territory planning.
How up to date is the Financial planners data for Ohio?
This dataset was last updated in September 6, 2026.
Business contact data decays at roughly 2–3% per month as businesses close, move, or change details, so we re-verify our most-purchased datasets on a rolling basis.
Every file is also run through email verification before delivery, and past buyers are offered discounted refreshed versions as updates ship.
What fields are included in the Financial planners database for Ohio?
Each record can include: business name, full address, phone number, email address, website URL, social profiles (LinkedIn, Facebook, Instagram, YouTube, X), review ratings, and category details, plus contact-page URLs where available.
Field coverage varies by record; the counts below and the free sample show you exactly what to expect before buying.
Where can I buy verified market intelligence data for Financial planners businesses in Ohio?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Ohio as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Financial planners database for Ohio cost?
The complete financial planners leads database for Ohio costs $62 as a one-time payment.
You get instant access to all 5,088 records with no recurring fees, no per-record charges, and no seat limits.
It is a cost-effective alternative to subscription platforms that charge monthly for the same public business data.
Is this a cheaper alternative to subscription lead databases like ZoomInfo or Apollo?
Yes. For teams that need financial planners contacts in Ohio specifically, a one-time $62 file is usually far cheaper than subscription platforms, which typically charge thousands of dollars per year with contracts and per-seat pricing.
Subscriptions make sense for large sales teams needing continuous multi-industry access; a one-time targeted list makes sense when you know exactly which niche and geography you're selling into.
Can I preview a sample of the Financial planners data before buying?
Yes. A free sample dataset is available so you can evaluate data quality, field coverage, and format before purchasing.
The sample is a representative slice of the full Ohio financial planners database, including contact fields, social profiles, and ratings data.
How do I download the Financial planners list, and what file formats are available?
You get instant access after purchase. Files are delivered in CSV and Excel (XLSX) formats.
CSV and Excel import directly into CRMs like Salesforce, HubSpot, and Zoho and into any email platform.
How many Financial planners in Ohio have phone numbers?
5,011 financial planners in Ohio (98% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial planners in Ohio have email addresses?
2,751 financial planners in Ohio (54%) include an email address.
Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for cold email sequences, product announcements, and drip campaigns.
How many Financial planners in Ohio have both a phone number and an email address?
2,721 financial planners in Ohio have both a phone number and an email address.
Dual-contact records enable multi-channel outreach: combining calls with email follow-ups measurably improves response rates.
How many Financial planners in Ohio are active on social media?
Social profile coverage for financial planners in Ohio: 853 on LinkedIn, 1,717 on Facebook, 680 on Instagram, 536 on YouTube, 640 on X (Twitter).
Social presence signals digitally engaged businesses, which is useful for agencies pitching social media services, ad platforms building audiences, and vendors targeting digitally mature prospects.
How many Financial planners in Ohio have a website?
4,577 financial planners in Ohio (90%) have an active business website.
That is an indicator of digital maturity, and an ideal segment for SEO agencies, hosting providers, and SaaS platforms.
How many Financial planners in Ohio do not have a website?
511 financial planners in Ohio operate without a business website.
These are high-intent, overlooked prospects for web design agencies, local SEO providers, and Google Business optimization services.
What are the review ratings of Financial planners in Ohio?
Rating breakdown for financial planners in Ohio: 1,392 with a 5-star rating, 152 with a 4-star rating, 172 with a 3-star rating, 40 with a 2-star rating, 88 with a 1-star rating.
Top-rated businesses suit premium services and partnership proposals; lower-rated businesses are receptive prospects for reputation management, review tools, and operational software.
Can I get Financial planners data for other states or the entire US?
Yes. The national Financial planners database covers all 50 US states, and individual state and major-city lists are also available.
If you buy Ohio first, contact us and we'll credit your purchase toward the national upgrade.
Most multi-state buyers save money going national.
Is the Financial planners contact data in Ohio legal to use for B2B outreach?
Yes. All data is sourced exclusively from publicly available information: Google Business listings, company websites, social media profiles, and public business directories.
This is business contact information, not personal consumer data, making it appropriate for B2B prospecting.
We recommend following applicable regulations such as CAN-SPAM (US), CASL (Canada), and GDPR (EU-targeted campaigns) so your outreach remains fully compliant.